IOT
Samsara Inc. · Technology · Software - Infrastructure
Dados de momentum (gestores comparáveis): amplitude de detentores 0.0% · fluxo de ações +6.0% · novas posições líquidas +0.7% — fórmula
Todos os dados de participação: apenas gestores 13F rastreados, posições em ações ordinárias, período de referência Q4 2025
| Trimestre | Detentores | Δ | Ações | Valor reportado | Novo | Saídas |
|---|---|---|---|---|---|---|
| Q2 2026 | 139 | -6 | 313.04M | $10.15B | +4 | −9 |
| Q1 2026 | 147 | +2 | 281.90M | $8.93B | +8 | −7 |
| Q4 2025 | 144 | 0 | 269.37M | $9.55B | +1 | — |
| Q3 2025 | 21 | 0 | 175.38M | $6.53B | +2 | −3 |
| Q2 2025 | 19 | +1 | 150.43M | $5.98B | +2 | −1 |
| Q1 2025 | 15 | -2 | 66.52M | $2.55B | — | −2 |
| Q4 2024 | 17 | 0 | 66.46M | $2.90B | +1 | −1 |
| Q3 2024 | 16 | +2 | 63.72M | $3.07B | +3 | −1 |
| Q2 2024 | 14 | — | 50.01M | $1.69B | — | — |
| # | Gestor | Ações | Δ ações | Valor | Seu peso | Detido | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Baillie Gifford ✦ | 47.66M | +15.0% | $1.69B | 1.4% | ▲ Add | 7 | SEC ↗ |
| 2 | Baillie Gifford ✦ | 47.66M | +15.0% | $1.69B | 1.4% | ▲ Add | 7 | SEC ↗ |
| 3 | Baillie Gifford ✦ | 47.66M | +15.0% | $1.69B | 1.4% | ▲ Add | 7 | SEC ↗ |
| 4 | Baillie Gifford ✦ | 47.66M | +15.0% | $1.69B | 1.4% | ▲ Add | 7 | SEC ↗ |
| 5 | The Vanguard Group ✦ (passivo) | 33.13M | +11.5% | $1.17B | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | The Vanguard Group ✦ (passivo) | 33.13M | +11.5% | $1.17B | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | The Vanguard Group ✦ (passivo) | 33.13M | +11.5% | $1.17B | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | The Vanguard Group ✦ (passivo) | 33.13M | +11.5% | $1.17B | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | The Vanguard Group ✦ (passivo) | 33.13M | +11.5% | $1.17B | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | BlackRock ✦ (passivo) | 25.05M | +13.6% | $888.12M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | BlackRock ✦ (passivo) | 25.05M | +13.6% | $888.12M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | BlackRock ✦ (passivo) | 25.05M | +13.6% | $888.12M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | BlackRock ✦ (passivo) | 25.05M | +13.6% | $888.12M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | BlackRock ✦ (passivo) | 25.05M | +13.6% | $888.12M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | BlackRock ✦ (passivo) | 25.05M | +13.6% | $888.12M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | BlackRock ✦ (passivo) | 25.05M | +13.6% | $888.12M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | BlackRock ✦ (passivo) | 25.05M | +13.6% | $888.12M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | BlackRock ✦ (passivo) | 25.05M | +13.6% | $888.12M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | BlackRock ✦ (passivo) | 25.05M | +13.6% | $888.12M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | BlackRock ✦ (passivo) | 25.05M | +13.6% | $888.12M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | BlackRock ✦ (passivo) | 25.05M | +13.6% | $888.12M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | BlackRock ✦ (passivo) | 25.05M | +13.6% | $888.12M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | BlackRock ✦ (passivo) | 25.05M | +13.6% | $888.12M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | BlackRock ✦ (passivo) | 25.05M | +13.6% | $888.12M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | BlackRock ✦ (passivo) | 25.05M | +13.6% | $888.12M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | BlackRock ✦ (passivo) | 25.05M | +13.6% | $888.12M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 27 | BlackRock ✦ (passivo) | 25.05M | +13.6% | $888.12M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 28 | BlackRock ✦ (passivo) | 25.05M | +13.6% | $888.12M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 29 | BlackRock ✦ (passivo) | 25.05M | +13.6% | $888.12M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 30 | BlackRock ✦ (passivo) | 25.05M | +13.6% | $888.12M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 31 | Morgan Stanley ✦ | 19.07M | -12.8% | $675.97M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 32 | Morgan Stanley ✦ | 19.07M | -12.8% | $675.97M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 33 | Morgan Stanley ✦ | 19.07M | -12.8% | $675.97M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 34 | Morgan Stanley ✦ | 19.07M | -12.8% | $675.97M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 35 | Morgan Stanley ✦ | 19.07M | -12.8% | $675.97M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 36 | Morgan Stanley ✦ | 19.07M | -12.8% | $675.97M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 37 | Morgan Stanley ✦ | 19.07M | -12.8% | $675.97M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 38 | Morgan Stanley ✦ | 19.07M | -12.8% | $675.97M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 39 | Morgan Stanley ✦ | 19.07M | -12.8% | $675.97M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 40 | Morgan Stanley ✦ | 19.07M | -12.8% | $675.97M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 41 | Fidelity (FMR) ✦ | 16.20M | +40.4% | $574.14M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 42 | Fidelity (FMR) ✦ | 16.20M | +40.4% | $574.14M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 43 | Fidelity (FMR) ✦ | 16.20M | +40.4% | $574.14M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 44 | Fidelity (FMR) ✦ | 16.20M | +40.4% | $574.14M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 45 | Fidelity (FMR) ✦ | 16.20M | +40.4% | $574.14M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 46 | Fidelity (FMR) ✦ | 16.20M | +40.4% | $574.14M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 47 | T. Rowe Price ✦ | 14.37M | -16.4% | $509.42M | 0.1% | ▼ Trim | 7 | SEC ↗ |
| 48 | T. Rowe Price ✦ | 14.37M | -16.4% | $509.42M | 0.1% | ▼ Trim | 7 | SEC ↗ |
| 49 | Goldman Sachs Group ✦ | 11.88M | +58.9% | $421.08M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 50 | Goldman Sachs Group ✦ | 11.88M | +58.9% | $421.08M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 51 | Goldman Sachs Group ✦ | 11.88M | +58.9% | $421.08M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 52 | Goldman Sachs Group ✦ | 11.88M | +58.9% | $421.08M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 53 | Goldman Sachs Group ✦ | 11.88M | +58.9% | $421.08M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 54 | Brown Advisory Inc | 11.21M | — | $397.54M | 0.6% | n/c | 1 | SEC ↗ |
| 55 | Brown Advisory Inc | 11.21M | — | $397.54M | 0.6% | n/c | 1 | SEC ↗ |
| 56 | Brown Advisory Inc | 11.21M | — | $397.54M | 0.6% | n/c | 1 | SEC ↗ |
| 57 | Brown Advisory Inc | 11.21M | — | $397.54M | 0.6% | n/c | 1 | SEC ↗ |
| 58 | State Street Global Advisors ✦ (passivo) | 6.92M | +15.8% | $245.32M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 59 | Wellington Management ✦ | 6.27M | +97.1% | $222.25M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 60 | Wellington Management ✦ | 6.27M | +97.1% | $222.25M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 61 | Wellington Management ✦ | 6.27M | +97.1% | $222.25M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 62 | Wellington Management ✦ | 6.27M | +97.1% | $222.25M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 63 | Wellington Management ✦ | 6.27M | +97.1% | $222.25M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 64 | Wellington Management ✦ | 6.27M | +97.1% | $222.25M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 65 | Wellington Management ✦ | 6.27M | +97.1% | $222.25M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 66 | Wellington Management ✦ | 6.27M | +97.1% | $222.25M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 67 | Geode Capital Management ✦ (passivo) | 6.20M | +17.8% | $219.03M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 68 | Geode Capital Management ✦ (passivo) | 6.20M | +17.8% | $219.03M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 69 | Bamco Inc /Ny/ | 4.12M | — | $146.06M | 0.4% | n/c | 1 | SEC ↗ |
| 70 | Squarepoint Ops LLC | 4.10M | — | $145.23M | 0.3% | n/c | 1 | SEC ↗ |
| 71 | Norges Bank ✦ (passivo) | 3.59M | Novo | $127.41M | 0.0% | New | 1 | SEC ↗ |
| 72 | Voya Investment Management Llc | 3.38M | — | $119.75M | 0.1% | n/c | 1 | SEC ↗ |
| 73 | Voya Investment Management Llc | 3.38M | — | $119.75M | 0.1% | n/c | 1 | SEC ↗ |
| 74 | Voya Investment Management Llc | 3.38M | — | $119.75M | 0.1% | n/c | 1 | SEC ↗ |
| 75 | Charles Schwab Investment… | 3.27M | — | $115.95M | 0.0% | n/c | 1 | SEC ↗ |
| 76 | 1832 Asset Management L.P. | 2.80M | — | $99.36M | 0.1% | n/c | 1 | SEC ↗ |
| 77 | Nordea Investment Management Ab | 2.47M | — | $88.23M | 0.1% | n/c | 1 | SEC ↗ |
| 78 | Nordea Investment Management Ab | 2.47M | — | $88.23M | 0.1% | n/c | 1 | SEC ↗ |
| 79 | Nordea Investment Management Ab | 2.47M | — | $88.23M | 0.1% | n/c | 1 | SEC ↗ |
| 80 | Amundi | 2.16M | — | $76.60M | 0.0% | n/c | 1 | SEC ↗ |
| 81 | Amundi | 2.16M | — | $76.60M | 0.0% | n/c | 1 | SEC ↗ |
| 82 | Amundi | 2.16M | — | $76.60M | 0.0% | n/c | 1 | SEC ↗ |
| 83 | Amundi | 2.16M | — | $76.60M | 0.0% | n/c | 1 | SEC ↗ |
| 84 | Amundi | 2.16M | — | $76.60M | 0.0% | n/c | 1 | SEC ↗ |
| 85 | Amundi | 2.16M | — | $76.60M | 0.0% | n/c | 1 | SEC ↗ |
| 86 | Northern Trust Corp | 2.10M | — | $74.32M | 0.0% | n/c | 1 | SEC ↗ |
| 87 | Northern Trust Corp | 2.10M | — | $74.32M | 0.0% | n/c | 1 | SEC ↗ |
| 88 | Northern Trust Corp | 2.10M | — | $74.32M | 0.0% | n/c | 1 | SEC ↗ |
| 89 | Northern Trust Corp | 2.10M | — | $74.32M | 0.0% | n/c | 1 | SEC ↗ |
| 90 | Northern Trust Corp | 2.10M | — | $74.32M | 0.0% | n/c | 1 | SEC ↗ |
| 91 | Northern Trust Corp | 2.10M | — | $74.32M | 0.0% | n/c | 1 | SEC ↗ |
| 92 | Northern Trust Corp | 2.10M | — | $74.32M | 0.0% | n/c | 1 | SEC ↗ |
| 93 | UBS AM, a distinct business unit of… | 1.92M | — | $67.97M | 0.0% | n/c | 1 | SEC ↗ |
| 94 | UBS AM, a distinct business unit of… | 1.92M | — | $67.97M | 0.0% | n/c | 1 | SEC ↗ |
| 95 | UBS AM, a distinct business unit of… | 1.92M | — | $67.97M | 0.0% | n/c | 1 | SEC ↗ |
| 96 | UBS AM, a distinct business unit of… | 1.92M | — | $67.97M | 0.0% | n/c | 1 | SEC ↗ |
| 97 | UBS AM, a distinct business unit of… | 1.92M | — | $67.97M | 0.0% | n/c | 1 | SEC ↗ |
| 98 | UBS AM, a distinct business unit of… | 1.92M | — | $67.97M | 0.0% | n/c | 1 | SEC ↗ |
| 99 | UBS AM, a distinct business unit of… | 1.92M | — | $67.97M | 0.0% | n/c | 1 | SEC ↗ |
| 100 | UBS AM, a distinct business unit of… | 1.92M | — | $67.97M | 0.0% | n/c | 1 | SEC ↗ |
"Peso do gestor" = a participação da posição no valor total de ações 13F reportado pelo gestor — a medida de convicção. ✦ = gestor curado.
Novos compradores
| Norges Bank | $127.41M | 0.0% |
Encerrado
| Nenhuma saída rastreada neste trimestre. |
Contexto de mercado completo: entre TODOS os filers 13F (dados estruturados da SEC, Q1 2026): 533 detentores, 361.99M ações, $10.20B reportado. Este é um período diferente e mais antigo do que os dados do universo rastreado acima, e os dois nunca são combinados.
O que os detentores rastreados deste título mais frequentemente também detêm — contagens de participação compartilhada, não relações fundamentais.
Compras no mercado aberto (P)
Nenhuma compra direta no mercado por insiders em nossa janela de cobertura.
Vendas no mercado aberto (S)
Officer, Director, 10% owner · 34.56K ações · $1.36M
Officer, Director, 10% owner · 35.27K ações · $1.39M
Officer, Director, 10% owner · 100 ações · $4,008
Officer, Director, 10% owner · 48.34K ações · $1.91M
Officer, Director, 10% owner · 28.69K ações · $1.16M
Officer, Director, 10% owner · 27.06K ações · $1.09M
Officer, Director, 10% owner · 15.75K ações · $632,914
Officer, Director, 10% owner · 641 ações · $26,064
Officer, Director, 10% owner · 49.62K ações · $1.97M
Officer, Director, 10% owner · 15.89K ações · $638,558
Prêmios, exercícios e retenção fiscal nunca são contabilizados como compras ou vendas aqui. Metodologia